The CEO said 2026 revenue would be $435-$465 million. The first two quarters combined for $91 million, so Q3 and Q4 should be explosive. $150 million minimum would back up the CEO's statement, and the stock would re-rate on proof they can execute. A lot of people doubt this because they think it's a new company, but it's actually 25 years old and has been doing this for years, just at shopping center and grocery store scale instead of data centers. They also have $650+ million in cash, and they don't even need to touch it since they have $528 million in deposits from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and ANTHZZX.P that they draw against as revenue in stages of completion. The big revenue gets recognized as they build the skids in their warehouses, not when installed, so installation delays at a data center wouldn't be an issue as long as the skid is already built for the client. This is about as solid a look into the future as we'll get, in my opinion.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
